Portfolio Holdings
As of 28 Feb 2026
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LIC MF Infrastructure Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Industrial Products
18.74%
Electrical Equipment
14.11%
Auto Components
8.20%
Automobiles
7.32%
Construction
6.62%
Telecom - Services
5.72%
Power
4.78%
Agricultural, Commercial & Construction Vehicles
4.00%
Aerospace & Defense
3.76%
Industrial Manufacturing
3.58%
Healthcare Services
3.39%
Transport Services
3.17%
Cement & Cement Products
3.07%
Realty
2.32%
Others
7.01%

All Holdings

Complete list of 65 stocks, grouped by sector. Filter by industry to focus.

65 holdings34.3% top 10 weight20 sectors
#Stock% of NAVValue (₹Cr)
Industrial Products 14 stocks18.74%
8Shakti Pumps (India) Ltd.3.20%32.19
9Garware Hi-Tech Films Ltd.3.06%30.77
11Cummins India Ltd.2.77%27.87
18KSH International Ltd.1.78%17.96
21KSB Ltd.1.71%17.19
22Kirloskar Oil Engines Ltd.1.67%16.83
36Vidya Wires Ltd.1.16%11.70
38Ador Welding Ltd.1.08%10.85
48Kalyani Steels Ltd.0.70%7.01
52Yuken India Ltd.0.56%5.63
56Ingersoll Rand (India) Ltd.0.48%4.84
58Ratnamani Metals & Tubes Ltd.0.36%3.61
63RHI Magnesita India Ltd.0.17%1.75
65Vesuvius India Ltd.0.04%0.44
Electrical Equipment 8 stocks14.11%
7Schneider Electric Infrastructure Ltd.3.29%33.09
10Siemens Energy India Ltd.2.79%28.05
14Bharat Bijlee Ltd.2.25%22.67
16Avalon Technologies Ltd.2.16%21.77
27GE Vernova T&D India Limited1.43%14.37
47Thermax Ltd.0.81%8.16
49TD Power Systems Ltd.0.70%7.01
50Apar Industries Ltd.0.68%6.85
Auto Components 6 stocks8.20%
15Carraro India Ltd.2.21%22.21
28Bharat Forge Ltd.1.35%13.59
29Bosch Ltd.1.33%13.34
34Tenneco Clean Air India Ltd.1.18%11.92
35Schaeffler India Ltd.1.17%11.80
43Divgi Torqtransfer Systems Ltd.0.96%9.62
Automobiles 3 stocks7.32%
5Tata Motors Passenger Vehicles Ltd.3.32%33.41
13Mahindra & Mahindra Ltd.2.29%23.02
19Maruti Suzuki India Ltd.1.71%17.23
Construction 3 stocks6.62%
1Larsen & Toubro Ltd.4.61%46.38
25Afcons Infrastructure Ltd.1.47%14.81
53Techno Electric & Engineering Co. Ltd.0.54%5.47
Telecom - Services 3 stocks5.72%
6Bharti Airtel Ltd.3.30%33.23
32Tata Communications Ltd.1.22%12.29
33Bharti Hexacom Ltd.1.20%12.07
Power 3 stocks4.78%
4NTPC Ltd.3.32%33.37
37NLC India Ltd.1.14%11.48
59Tata Power Company Ltd.0.32%3.18
Agricultural, Commercial & Construction Vehicles 1 stocks4.00%
2Tata Motors Ltd.4.00%40.23
Aerospace & Defense 4 stocks3.76%
30Bharat Electronics Ltd.1.25%12.61
31Hindustan Aeronautics Ltd.1.24%12.51
39Bharat Dynamics Ltd.1.07%10.78
62Cyient DLM Ltd.0.20%2.00
Industrial Manufacturing 4 stocks3.58%
20Dee Development Engineers Ltd.1.71%17.20
46Kennametal India Ltd.0.87%8.74
54Honeywell Automation India Ltd.0.53%5.30
57JNK India Ltd.0.47%4.72
Healthcare Services 1 stocks3.39%
3Apollo Hospitals Enterprise Ltd.3.39%34.16
Transport Services 3 stocks3.17%
24Container Corporation Of India Ltd.1.57%15.85
26Transport Corporation Of India Ltd.1.45%14.60
64Blue Dart Express Ltd.0.15%1.54
Cement & Cement Products 2 stocks3.07%
17Grasim Industries Ltd.2.08%20.93
41Ultratech Cement Ltd.0.99%9.94
Realty 1 stocks2.32%
12Mahindra Lifespace Developers Ltd.2.32%23.31
Ferrous Metals 2 stocks1.88%
23Kirloskar Ferrous Industries Ltd.1.59%16.01
60Tata Steel Ltd.0.29%2.88
Finance 2 stocks1.65%
40REC Ltd.1.04%10.50
51Power Finance Corporation Ltd.0.61%6.11
Gas 2 stocks1.48%
42Gujarat State Petronet Ltd.0.99%10.01
55Gujarat Gas Ltd.0.49%4.92
Non - Ferrous Metals 1 stocks0.89%
44Hindalco Industries Ltd.0.89%8.99
Chemicals & Petrochemicals 1 stocks0.87%
45Foseco India Ltd.0.87%8.75
Other Utilities 1 stocks0.24%
61Concord Enviro Systems Ltd.0.24%2.43